Help us kick off our Spring Angel University tour by joining us in Boston for a half-day workshop + dinner for individuals interested in becoming professional angel investors. The curriculum is designed for angels who have done 0 to 100 investments. The event is taking place at IHRDC Training Center: 535 Boylston St 11th floor Boston, MA, 02116.

Agenda

1PM Start

SESSION 1: WHAT KIND OF ANGEL ARE YOU?

Hosts Jason Calacanis and Mike Savino: welcome, overview, agenda

"Are You Cut Out for This?" All the things to consider.

SESSION 2: DEAL FLOW

Where to Look? The Syndicate Hack, preliminary research, founder characteristics, first meeting topics & red flags, bad advice, accelerators, & early investment pitfalls

SESSION 3: SAYING YES, NO, OR NOT YET (AKA MAYBE)

Early stage diligence. How to do it, what to look for, and how much is too much. Deal memos, different types of investments, syndicates, important things to ask for, legal representation, tax implications, evaluating deals

SESSION 4: LIVE INVESTOR MEETINGS

SESSION 5: PORTFOLIO MANAGEMENT: How much should you invest?

Portfolio Return Scenarios

Portfolio Timing

Portfolio Management Tools

SESSION 6: ADDING VALUE

Optimizing Your Founder Relationship

Criteria for Follow On Investments

Board Seats & Being an Advisor

Should You Raise a Fund or Start a Syndicate

Taxes - Qualified Small Business Stock

SESSION 7: FUND STRUCTURES

SESSION 8: SYNDICATES

CLOSING

5:30 - 7PM Dinner

Speakers

Jason Calacanis

Serial Entrepreneur, Angel Investor

Michael Savino

Principal, Something Digital

Thanks to our Presenting Partner

Thanks to our Supporting Partner(s)

UPCOMING ANGEL UNIVERSITY EVENTS

Angel University San Francisco 2020

July 13, 2020

Our Angel University team will be staying local for a half-day workshop as part of our Angel Summit Event happening in Napa, CA this July. Join us as we talk about all things angel investing. The location is TBA.

LEARN MORE
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